The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE

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COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALPHABET INC CAP STK CL C 02079K107 17,214 194,000 SH SOLE 194,000 0 0
BLACKLINE INC COM 09239B109 11,840 176,000 SH SOLE 176,000 0 0
BLACKROCK INC COM 09247X101 12,047 17,000 SH SOLE 17,000 0 0
CABLE ONE INC COM 12685J105 7,047 9,900 SH SOLE 9,900 0 0
KEURIG DR PEPPER INC COM 49271V100 4,814 135,000 SH SOLE 135,000 0 0
MICROSOFT CORP COM 594918104 20,625 86,000 SH SOLE 86,000 0 0
QUALTRICS INTERNATIONAL INC COM CL A 747601201 4,723 455,000 SH SOLE 455,000 0 0
SCHWAB CHARLES CORP COM 808513105 18,733 225,000 SH SOLE 225,000 0 0
SMARTSHEET INC COM CL A 83200N103 7,439 189,000 SH SOLE 189,000 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 6,442 200,000 SH SOLE 200,000 0 0